SATURDAYS AT 11AM
Join us for a weekly episode of the Be a Planner Show, Saturdays at 11am where we discuss the Tax Math involved with 401 Trusts including the Roth 401, explain the significant tax differences between IRAs and 401s, participation Private Real Estate Partnership Syndications (REPP/s), Zero Tax Math™ strategies and more.
TAX MATH
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3-tax buckets => tax-deferred, taxable and tax-free
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Family investment, business and charitable tax strategies
SYNDICATION MATH
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Accredited vs Non-accredited investors
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§506(b) vs §506(c) syndication offerings
ENTITY MATH
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Family planning strategies
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Asset protection
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Business owners and Real Estate investors
NP ROSS, CPA
CONTACT:
[email protected]
(210) 880-5416 cell
